Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Julie D
Series 65
Melbourne, FL
Investment Management Services Group, LLC
Julie Decker is a financial advisor at Investment Management Services Group, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Investment Management Services Group since 2007. In addition to her advisory role, she serves as president of an insurance agency. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households, using a blend of fundamental, technical, and cyclical analysis to construct diversified, equity-focused portfolios.
Christopher D
Series 65
Melbourne, FL
Investment Management Services Group, LLC
Christopher Decker is a financial advisor at Investment Management Services Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at IMS Partners, Inc. since 2012. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios tailored to income and growth objectives.
Paul M
Series 63, Series 65, Series 66
Melbourne, FL
Investment Management Services Group, LLC
Paul McCarthy III is a financial advisor with Investment Management Services Group, LLC in Melbourne, FL, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Investment Management Services Group since 2011 and is also a vice president and insurance agent at IMS Partners, Inc., where he manages an insurance agency and sells insurance-related products. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households, using a blend of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters